The Trump administration has flipped between a half dozen distinct narratives telling us what these tariffs are really about.
Why? Because they needed to wrap the truth in a better story. Time to go Narrative Shopping.
I’ve got some ideas on what a model portfolio looks like to manage both the exit from the old regime and the entrance into the new, and I’d like to talk about that in a webinar for Professional subscribers on Friday, April 11th at 11a EST: What Happens When the United States is Just Another Country?
Join host Matt Zeigler as he interviews Danika Waddell, founder of Xena Financial Planning, in this engaging conversation about career pivots, financial independence, and creating a more inclusive financial services industry. Danika shares her journey from accounting to launching her own financial planning firm during the pandemic, and how her personal experiences shaped her mission to help women in tech achieve financial independence.
Every strategic interaction that the United States government participates in, both domestically and internationally, is transforming from a Coordination Game to a Competition Game.
Recent major media stories that feel to us like they’re part of a larger narrative campaign.
In this episode of The Intentional Investor, host Matt Zeigler sits down with Cullen Roche, an economist, writer, and financial maverick who has carved out a unique space in the world of finance through his independent thinking and unconventional approach. From his large Irish Catholic family to his journey through finance, Cullen shares an intimate look at how curiosity, non-conformity, and a commitment to understanding complex systems have shaped his professional and personal life.
Recent major media stories that feel to us like they’re part of a larger narrative campaign.
Today’s market breakdown – because that’s what it was, an ugly gross deleveraging breakdown – had little to do with ‘recession fears’, and a LOT to do with a new Common Knowledge that the United States has embraced mercantilism and raw, naked rent-seeking as its foreign and domestic economic regime.
Recent major media stories that feel to us like they’re part of a larger narrative campaign.
A threat built on a shred of truth, an existential fear, and our utter inability to stop it is the perfect tool for psychological control at scale.
It is a Goldstein Machine.